Schwab U S Large Cap Growth ETF shares owned by New Insight Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by New Insight Wealth Advisors
from 13F filings
Historical chart of New Insight Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by New Insight Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 20k | 31.91 |
| 2025-06-30 | $635k | 22k | 29.21 |
| 2025-03-31 | $544k | 22k | 25.04 |
| 2024-12-31 | $582k | 21k | 27.87 |
| 2024-09-30 | $548k | 5.3k | 104.17 |
| 2024-06-30 | $496k | 4.9k | 100.84 |
| 2024-03-31 | $340k | 3.7k | 92.72 |
| 2023-12-31 | $221k | 2.7k | 82.96 |
More positions owned by New Insight Wealth Advisors
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